Looking for ideas on how to build out a use case. We are using opportunities to track donations in NPSP. Nothing particularly unique with the opportunities. They are of a type that specifies a name to memorialize on a tribute wall. The Tribute name can receive donations from multiple Contacts, accounts, or Households. When donations to that tribute name reach a threshold of $1000, then that name is triggered to be placed on the Tribute Wall at Level 1. There are 5 levels. I am thinking I need to build a custom object of "Memorial Wall". The "Memorial Wall" records will have relationships to Opportunities and/or the Household Account or Organization Accounts that make the donations. The Memorial Wall record can/will have multiple opportunities associated to it. Then maybe use rollups to tally total donated amounts across opportunities. Then automation to move the Memorial Record to the different levels as money is collected over time (Level 1, Level 2 etc. ) using a Sales Path. Does this sound like it will work in theory or does anyone have anything to add? #Flow #Sales Path #Opportunities #Custom Object #Declarative Lookup Rollup Summaries
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